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Does this finding go on the board page?

Four questions to run every customer finding through before a board meeting

Flowchart for deciding whether a customer finding goes on the board page: four yes or no questions, each with its own exit, ending on the page.
Run every finding through this before it reaches the board
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A decision flowchart for founders choosing which customer interview findings to show their board. A finding makes the page only if it ties to a board metric, at least three people in one group raised it, it is less common in the comparison group, and someone owns the fix with a date. Everything else goes to the team readout, a watching list or the open questions. It keeps a board page short and honest when samples are small.

Where this appears

What's in this flowchart

Start: A finding from this quarter's interviews

  1. Is it tied to a metric the board owns?
    • Yes: go to 2.
    • No: Keep it for the team readout.
  2. Did three or more in one group raise it?
    • Yes: go to 3.
    • Not yet: Put it on the watching list. Ask about it again next quarter.
  3. Is it less common in the comparison group?
    • Yes: go to 4.
    • No: List it as context, not cause. Say it is just as common among accounts that stayed.
  4. Can you name an owner and a date?
    • Yes: go to 5.
    • No: Bring it as an open question.
  5. Finish: Put it on the board page. Show the count in each group and one quote.

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<p>Source: <a href="https://www.koji.so/visuals/does-this-finding-go-on-the-board-page">Does this finding go on the board page?</a>, Koji</p>

Related

Framework of the seven parts of a one-page customer evidence summary for a board, from the question and who you heard from to what would change your mind.

The one-page customer evidence summary for a board meeting

Question bank for quarterly customer interviews that feed a board page, with questions for accounts that left, accounts that stayed and deals you lost.

Quarterly customer interview questions for your board page

Flowchart for a metric that moved: three questions about limits, runs and trends, each leading to an investigation, ending in leaving the metric alone.

Is this metric change real? A control chart decision